Online Board Portal Software

Simple To Use

Built especially for board members

MyBoardPacket board portal is so easy to use, your board members can be up and running in minutes without the need for training. And your administrators can easily upload all of the board portal files in just moments for each board meeting.


  • SOC 2

  • High-grade Data Encryption

  • Gramm-Leach-Bliley Act, OCC Banking and HIPAA Compliant



  • Unlimited users!

  • No limits on usage!

  • A low monthly fee

  • No setup fee or annual contracts


Key Features

  • Securely upload & view Board Packets anytime
  • Supports Multiple File Formats
  • Online Voting
  • Archive all past Board Packets
  • Online Discussion
  • View full board calendar, committee schedules & important dates

No board member training is required …

The intuitively easy user interface allows everyone to get up and running in minutes. Contact us today to schedule a quick walk-through with a private live demonstration. is a practical board portal, that allows businesses of all sizes to securely distribute, organize and share critical board room data.

Create Your Own Board Portal Today! has helped hundreds of organizations make the transition to a paperless distribution of board packets, saving them time & money while increasing overall communications and operational efficiencies. We have a long list of happy customers from various industries, such as credit unions, banks, hospitals, non-profits and many more.


What is a board portal?

A board portal is a web based platform used exclusively by the board members of any given board. This offers the members a secure environment to access and manage assets intended for the board only, including confidential documents and materials. The board portal archives these assets and creates an easy method to these important communication pieces. Board portals are also convenient for scheduling, making documents available instantly, rather than waiting for documents to be printed and distributed, improve the processes involved in running an efficient meeting.


Our Board meetings have never been so productive.
Linda Robinson | President/CEO of West One Federal Credit Union

Very valuable…. board members , auditors and examiners can all see what’s going on at any time. It works.
Dale Schumacher | Tampa Bay Federal

I just want to say that we have been very happy with Your board portal is a tremendous tool for us.
Tom Pinnow, President | County City Credit Union (Jefferson, WI)

We have used for just over a year now and have found the program to be very easy to use and a big time saver for us.
Matt Kaubris | CEO, Oxford FCU

Let me start out by saying that my board & I LOVE the “my board packet” system! It is the best thing we’ve done to make our meetings more efficient and it has saved me a ton of time by not having to organize, print and distribute board packets.
Brenda S. Lippens | President/CEO of Delta County Credit Union

My board members love their web site. All their reports are posted at least a week ahead of the meeting and it gives them the ability to review at their leisure even if they are out of town on vacation etc.
Grant Sheehan | CEO, Miami Firefighters FCU

We have used for just over a year now and have found the program to be very easy to use and a big time saver for us.
Matt Kaubris | CEO, Oxford FCU

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